Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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John Lucas

Senior Vice President–Wealth Management

In the more than 15 years I've been advising clients, I've had the good fortune of serving some of the wealthiest families and most successful entrepreneurs in the country. I look forward to speaking with you to determine whether there's a good fit between your needs and my areas of expertise.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • NV
  • NY
  • TX
  • UT


  • B.S., Drew University
  • M.B.A., Thunderbird


  • Portfolio Manager
2 Belvedere Place
Suite 220
Mill Valley, CA 94941
  • (415) 360-9462

Email Me

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Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

$5.8+ trn

UBS Group invested assets
As of 03/31/2024